Oberweis Asset Management’s AvePoint AVPT Stock Holding History

Oberweis Asset Management’s Portfolio AVPT Stock Details AVPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-296,300	Closed	-$4.45M	–	182
2025 Q3	$4.45M	Hold	296,300	–	–	0.17%	150
2025 Q2	$5.72M	Hold	296,300	–	–	0.25%	135
2025 Q1	$4.28M	Hold	296,300	–	–	0.21%	144
2024 Q4	$4.89M	Hold	296,300	–	–	0.23%	143
2024 Q3	$3.49M	Hold	296,300	–	–	0.18%	161
2024 Q2	$3.09M	Buy	296,300 +29,500	+11%	+$256K	0.19%	154
2024 Q1	$2.11M	Buy	266,800 +25,700	+11%	+$202K	0.15%	168
2023 Q4	$1.98M	Sell	241,100 -183,900	-43%	-$1.44M	0.18%	167
2023 Q3	$2.86M	Buy	+425,000	New	+$2.68M	0.3%	127

Other funds holding AVPT

Anchor @ 65 Singapore $362M AUM 20.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Parsifal Capital Management Greenwich, Connecticut $775M AUM 28.52% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return